Core Viewpoint - Jinbo Co., Ltd. has experienced fluctuations in stock price and significant changes in financial performance, indicating potential investment opportunities and risks in the advanced carbon-based materials sector. Group 1: Stock Performance - On January 14, Jinbo's stock price decreased by 2.01%, trading at 30.76 yuan per share with a total market capitalization of 6.385 billion yuan [1] - Year-to-date, Jinbo's stock has increased by 4.77%, with a 1.02% rise over the last five trading days and a 6.99% increase over the last 20 days, while it has decreased by 2.44% over the last 60 days [1] - The net outflow of main funds was 11.6469 million yuan, with significant selling pressure observed [1] Group 2: Financial Performance - For the period from January to September 2025, Jinbo achieved operating revenue of 618 million yuan, representing a year-on-year growth of 40.34% [2] - The net profit attributable to shareholders was -27.6 million yuan, reflecting a year-on-year decrease of 88.84% [2] Group 3: Shareholder and Dividend Information - Since its A-share listing, Jinbo has distributed a total of 104 million yuan in dividends, with 23.5185 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased by 7.13% to 14,300, while the average circulating shares per person decreased by 6.66% to 14,262 shares [2][3] - Major shareholders include Invesco Great Wall New Energy Industry Fund, which holds 4.1106 million shares, and Hong Kong Central Clearing Limited, holding 2.5861 million shares [3]

Group 1 - The company, Jinbo Co., is actively engaging with several mainstream overseas automotive manufacturers to promote its carbon-ceramic brake products in international markets [2] - The company is making progress in verifying and applying its products abroad, which is expected to gradually open up new growth opportunities in overseas markets [2] - Investors are encouraged to refer to the company's regular reports or announcements for updates on the progress of related business activities [2]

Group 1 - Several companies, including Haoshi Electromechanical, Chaojie Co., and Huada Technology, reached new highs during trading [1] - Xusheng Group experienced a limit-up increase [1] - Other companies such as Jizhi Co., Kailong High-tech, Jinfat Technology, Wanxiang Qianchao, and Jinbo Co. also saw gains [1]

Core Viewpoint - Jinbo Co., Ltd. has shown a mixed performance in stock price and financial results, with a notable increase in revenue but a significant decline in net profit [1][2]. Group 1: Stock Performance - On January 6, Jinbo's stock price increased by 2.04%, reaching 30.52 CNY per share, with a trading volume of 1.09 billion CNY and a turnover rate of 1.78%, resulting in a total market capitalization of 6.335 billion CNY [1]. - Year-to-date, Jinbo's stock price has risen by 3.95%, with a 1.77% increase over the last five trading days and a 5.68% increase over the last 20 days, while it has decreased by 12.50% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jinbo achieved a revenue of 618 million CNY, representing a year-on-year growth of 40.34%, while the net profit attributable to shareholders was -276 million CNY, a decrease of 88.84% year-on-year [2]. - Since its A-share listing, Jinbo has distributed a total of 104 million CNY in dividends, with 23.5185 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of Jinbo's shareholders increased to 14,300, a rise of 7.13%, while the average circulating shares per person decreased by 6.66% to 14,262 shares [2]. - Among the top ten circulating shareholders, Invesco Great Wall New Energy Industry Fund A is the third largest with 4.1106 million shares, having decreased by 3,308 shares compared to the previous period [3].

Core Viewpoint - Jinbo Co., Ltd. has shown a significant increase in stock price and trading activity, indicating positive market sentiment despite a decline in net profit for the year [1][2]. Group 1: Stock Performance - On December 29, Jinbo's stock rose by 2.03%, reaching 30.60 CNY per share, with a trading volume of 61.21 million CNY and a turnover rate of 0.99%, resulting in a total market capitalization of 6.35 billion CNY [1]. - Year-to-date, Jinbo's stock price has increased by 45.30%, with a 9.29% rise over the last five trading days, a 4.15% increase over the last 20 days, and a 9.95% decline over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jinbo achieved a revenue of 618 million CNY, reflecting a year-on-year growth of 40.34%. However, the net profit attributable to shareholders was -276 million CNY, a decrease of 88.84% compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, Jinbo had 14,300 shareholders, an increase of 7.13% from the previous period, with an average of 14,262 circulating shares per shareholder, down by 6.66% [2]. - The company has distributed a total of 104 million CNY in dividends since its A-share listing, with 23.52 million CNY distributed over the last three years [3]. - Notable changes in institutional holdings include a decrease in shares held by major shareholders such as Invesco Great Wall New Energy Industry Fund and Hong Kong Central Clearing Limited, while a new entry was noted from Guotai Junan Growth Flexible Allocation Mixed Fund [3].

证券代码：688598 证券简称：金博股份 公告编号：2025-068 湖南金博碳素股份有限公司 关于部分募投项目结项并将节余募集资金 永久补充流动资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次结项的募投项目名称：2021 年度向特定对象发行 A 股股票募集资 金投资项目"金博研究院建设项目"。 本次节余金额为 20,099.00 万元，为提高资金使用效率并结合湖南金博 碳素股份有限公司（以下简称"公司"）的实际经营情况，公司将上述募投项 目结项后的节余募集资金 20,099.00 万元（实际金额以资金转出当日专户余额为 准）永久补充流动资金，用于公司日常生产经营。 经中国证券监督管理委员会《关于同意湖南金博碳素股份有限公司向特定 对象发行股票注册的批复》（证监许可[2022]1013 号）的批复，公司向特定对象 发行股票 1,162.9685 万股，每股面值人民币 1 元，每股发行价格人民币 266.81 元，募集资金总额为人民币 310,291.63 万元，扣除发行费用后，实际募集资金 ...

永久性补充流动资金的核查意见 上海证券交易所： 国泰海通证券股份有限公司 关于湖南金博碳素股份有限公司 部分募集资金投资项目结项并将节余募集资金 国泰海通证券股份有限公司（以下简称"国泰海通""保荐机构"）作为 湖南金博碳素股份有限公司（以下简称"上市公司""公司""金博股份"）持 续督导保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交易所科 创板股票上市规则》等有关法律、法规要求，对公司部分募集资金投资项目结项 并将节余募集资金永久性补充流动资金事项进行了核查，具体核查情况及核查意 见如下： 一、公司募集资金基本情况 公司本次向特定对象发行股票募集资金投资项目基本情况如下： 单位：万元 | 序号 | 项目名称 | 预计项目总投资额 | 拟投入募集资金金额 | 备注 | | --- | --- | --- | --- | --- | | 1 | 高纯大尺寸项目 | 180,256.46 | 180,256.46 | 已结项 | | 2 | 金博研究院建设项目 | 80,035.16 | 80,035.17 | 本次结项 | | 3 | 补充流动资金 | 50,000.00 | 46,702.86 | ...

Core Viewpoint - Jinbo Co., Ltd. has been recognized for its exemplary practices in investor communication, being included in the "Best Practices for 2024 Annual Report Performance Briefing" by the China Listed Companies Association [1][3]. Group 1: Company Recognition - Jinbo Co., Ltd. was selected for its standardized and innovative investor communication practices [1]. - The recognition serves as a benchmark for corporate governance and investor relations management in China's listed companies [3]. Group 2: Investor Communication Practices - The company emphasizes investor relations management through various channels, including the Shanghai Stock Exchange E-Interaction platform, performance briefings, investor meetings, and social media [3]. - Jinbo Co. actively participates in investor reception days and engages in activities that promote transparency and communication of its operational dynamics, strategic layout, and social responsibilities [3]. Group 3: Future Plans - The company plans to explore diversified investor communication models, focusing on investor needs and optimizing information disclosure and value transmission mechanisms [3]. - Jinbo Co. aims to deepen investors' understanding and recognition of its core values, fulfilling its responsibilities as a listed company and contributing to the high-quality development of the capital market [3].

Core Insights - The Essen Motor Show in Germany showcased Hunan Jinbo Carbon Co., Ltd.'s carbon-ceramic brake pads, attracting significant attention from the European automotive market [1] - The European Commission proposed the "EU Stage 7 Emission Standards," which aims to reduce brake particle emissions from 7 mg/km to 3 mg/km for new vehicles, creating a demand for low-cost, high-efficiency alternatives [1] Group 1: Company Developments - Jinbo's carbon-ceramic brake pads offer a lifespan of up to 500,000 kilometers, with some premium products reaching 800,000 kilometers, and emit only one-tenth of the particles compared to traditional cast iron brake pads [2] - The company is positioned to meet the needs of EU automotive manufacturers seeking reliable and efficient components as they adapt to stricter emission standards [3] Group 2: Industry Trends - The demand for low-cost and high-reliability automotive components is increasing among EU manufacturers, presenting an opportunity for Chinese automotive parts suppliers to strengthen their market position [3] - The collaboration between China and the EU in the automotive supply chain is expected to deepen, especially as China develops its own Stage 7 vehicle emission standards [3] Group 3: Technological Insights - An alternative to traditional brake pads is the laser cladding brake pad, which faces challenges such as coating defects, complex processing, and lower high-temperature performance compared to carbon-ceramic materials [2] - The long-term durability of laser cladding brake pads is significantly inferior to that of carbon-ceramic brake pads, which can operate without replacement under normal conditions [2]

Core Insights - Multiple listed companies are focusing on the silicon-carbon anode sector, with products entering small-scale testing and actively advancing pilot production [1] - The silicon-carbon anode material is expected to experience rapid growth, with a significant boom anticipated in 2026 [1] Company Developments - Jiangxi Hengda High-tech Co., Ltd. reported that its silicon-carbon anode project is progressing well, achieving small-scale supply, with a thousand-ton production line in installation and debugging [1] - Zhenjiang Dongfang Electric Heating Technology Co., Ltd. is manufacturing production equipment for silicon-carbon anodes [1] - Hunan Zhongke Electric Co., Ltd. is investing in the silicon-carbon anode sector, with existing products passing evaluations from multiple clients and set to enter mass production [1] - Shanghai Xiangfenghua Technology Co., Ltd. has delivered silicon-carbon anode products for testing to several battery manufacturers, planning small-scale trial production in 2025 [1] Industry Insights - Silicon-carbon anodes offer significant advantages, including a theoretical capacity over ten times that of traditional graphite, enhancing the endurance of electric vehicles and consumer electronics [2] - The main challenge for silicon-carbon anodes is their high cost, with premium products priced about eight times higher than traditional graphite [2] - Companies are focusing on reducing costs, particularly in the porous carbon segment, which constitutes 40% to 80% of the total cost [2] - The two main production pathways for porous carbon are high-priced resin and biomass materials, each with distinct advantages and disadvantages [2] - The industry anticipates that 2026 will be a pivotal year for technological breakthroughs in silicon-carbon anodes, with costs potentially becoming competitive with traditional graphite [3]